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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,566 | $225,673-97.1% | $203,872-96.8% | $155,188-95.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 20.59% | 95.91%-75.3pp | 85.11%-64.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,905 | $4,099-53.5% | $3,757-49.3% | $4,248-55.2% |
| Participant deferral / active EE | $2,351 | $6,893-65.9% | $6,388-63.2% | $6,531-64.0% |
| Admin fee / account holder | $44 | $12,327-99.6% | $11,730-99.6% | $14,480-99.7% |